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--- erp-manual:cloud:sales:sales-invoice [2026/01/18 08:55]
Kalpesh Popat
+++ erp-manual:cloud:sales:sales-invoice [2026/01/18 09:13] (current)
Kalpesh Popat
@@ Line 17: / Line 17: @@
   * A popup will open
-  * Provide the billing name in the deposit invoice - by default it will be same as billing name in the sales order
+  * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
   * You can change the billing name as required for the invoice
+  * Billing name should be selected from the master, if it is not there then **click on the + button** next to the billing name and **Add a new** billing name
   * Provide the amount that the customer is paying as advance
   * Click **Confirm**
@@ Line 24: / Line 25: @@
  ==== Print the Invoice ====
   * The invoice number is auto generated and displayed in the sales order screen
+  * Only last invoice created is visible on the sales order screen
   * Click on the **Print icon** to print the invoice
- ===== Step 3: Items to Dispatch =====
+ ===== Scenario 2: Create Full Invoice =====
-After step 1, system will automatically load all the items of the selected sales order, choose the items that you want.
+  * Go to **Sales** order menu
+  * **Search** for the sales order for which invoice is required
+  * **Open** the Sales Order
+  * Go to the bottom of the screen, and under the summary find the button labeled **Deposit Invoice** and **Full Invoice**
+  * Click on **Full Invoice**
-Each item has 2 actions: Edit and Remove, Repeat the below step for each item:
+ ==== Full Invoice Detail ====
-    * **Remove Item**: Scroll to the item that you don't want to dispatch and then Click on the remove icon (X) for that item
+  * A popup will open
-    * **Edit Quantity**: Specify the quantity that you want to dispatch, default is 1 quantity
+  * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
+  * Billing name should be selected from the master, if it is not there then **click on the + button** next to the billing name and **Add a new** billing name
+  * You can change the billing name as required for the invoice
+  * Click **Confirm**
+ ==== Print the Invoice ====
+  * The invoice number is auto generated and displayed in the sales order screen
+  * Only last invoice created is visible on the sales order screen
+  * Click on the **Print icon** to print the invoice
+ ===== Scenario 3: Modify Existing Invoice =====
+  * Go to **Customer Invoice** menu
+  * **Search** for the invoice
+  * **Open** the invoice
+ ==== Note on search ====
+There are various **search filters** available, choose the search option as per the information you have
+You can **search** using Sales order number, or customer name, or date, or invoice number.
-**For partial dispatch**, ensure to choose only the items and the quantity that are dispatching now, remove all other items
+ ==== Example: Modify Billing Name ====
+  * Click on **Edit** button on the Invoice Header
+  * Scroll to the label Billing Name
+  * Choose an **existing billing name** if it already exists
+  * Or **create + button** next to the billing name label to add a new billing name
- ===== Step 4: Review and Save the Document =====
+ ==== Example: Modify Tax Info or Contact Info ====
-**Review** the list of Dispatch Items: **Item ID** should be correct, **Quantity** should be correct
-System will **give warning if the quantity or the location of the item is not correct**, ensure the warning is gone before clicking Save button on the top
+Note: System will automatically get the Tax ID, Email or Mobile number from the master whenever the billing name is changed in the Invoice header.
-After review is done, and corrections are made, **Click the Save button.**
+Modify the Tax ID, Email or Mobile number in the invoice by following the below steps only if it is missing in the customer master or if the customer master was modified after the invoice was generated
-**Note**: Dispatch entry cannot be modified after they are saved
+  * Go to the section Additional Info in the Invoice
+  * Scroll to the label Tax ID Vat / GST
+  * Provide the Tax Number of the customer that is applicable
+  * Scroll to the label Email
+  * Provide the email address
+  * Scroll to the label Mobile
+  * Provide the Mobile number
- ===== Step 5: Print =====
-    * **Open** the Dispatch that need to be printed
-    * Click the **Print** button

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